Unclaimed
Daniel A. Fisher is a financial advisor registered with J.p. Morgan Securities LLC. Fisher has been in the industry since 2021 and currently holds registrations in Pennsylvania and Texas. Fisher holds the Series 7, Series 66, and SIE exams. J.p. Morgan Securities LLC offers a range of investment products and services, including portfolio management for individuals and businesses, financial planning, and pension consulting. The firm manages more than $50 billion in assets and has a client base of over 262,000. Fisher's office is located in Philadelphia, Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
11/15/2022 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
BOTH
Issued 09/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Fisher is the right advisor for you? Invested Better is here to help.